Liza Marie Dela Cruz

Employer firm

Alliance Advisory & Securities, LLC CRD 18835

$687M regulatory AUM 675 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Alliance Advisory & Securities, Llc
  Westlake Village, CA
• 09/2024 → 01/2025
  Unemployed
  Porter Ranch, CA
• 05/2024 → 08/2024
  Steelpeak Wealth
  Woodland Hills, CA
• 10/2023 → 04/2024
  Unemployed
  Porter Ranch, CA
• 12/2016 → 09/2023
  Doubleline Capital
  Los Angeles, CA
• 02/2012 → 11/2016
  American International Group
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-03
• S66 Uniform Combined State Law Examination
  2008-04-05
• S63 Uniform Securities Agent State Law Examination
  2004-01-14

Other Names

• Liza Marie Dela Cruz
• Liza Marie Dela Cruz-Montafej